Report filter for multiple levels of organization based on recursive manager structure

Hi Suzy, I invite you to consider a few of or options, which sound similar to what you are asking for, Our Executive Reports solution provides that type of org chart reporting (which you can then tailor yourself). "http://store.atappstore.com/product/executive-dashboards/">http://store.atappstore.com/product/executive-dashboards/ To make it work, we simply attach the custom form to each user (one time) and then recalculate custom data periodically to keep it current, either manually in Workfront, or using one of our Recalc solutions. "http://store.atappstore.com/product/force-custom-data-double-recalc/">http://store.atappstore.com/product/force-custom-data-double-recalc/ "http://store.atappstore.com/product/recalc-helper/">http://store.atappstore.com/product/recalc-helper/ Regards, Doug

I again use a custom field on a custom form. Mine is a calculated field called Manager Hierarchy. This just uses the Manager's Name so requires no extra maintenance if that is maintained. Here's the calculation: CONCAT(IF(ISBLANK(Manager.Manager.Manager.Manager.Manager Hierarchy),"",CONCAT(Manager.Manager.Manager.Manager.Manager Hierarchy," - ")),IF(ISBLANK(Manager.Manager.Manager ID),"",CONCAT(Manager.Manager.Manager.Name," - ")),IF(ISBLANK(Manager.Manager ID),"",CONCAT(Manager.Manager.Name," - ")),IF(ISBLANK(Manager ID),Name,CONCAT(Manager.Name," - ",Name))) Basically this list out in name form Abe - Bob - Cindy - Diane - Ed - Frank - George Assuming that Abe is Bob's Boss, Bob is Cindy's .... and this is George's User Form But on Abe's form it's only Abe And on Bob's form it's Abe - Bob Etc. No extra punctuation (That's why I check ISBLANK so much) and arbitrary depth (but you may need to do multiple recalculations for every 4 levels of hierarchy when you are first setting up or are changing upper management). So if you have more than 4 levels of manager's, use that person's Manager Hierarchy Field, then put each manager and end with yourself. If you have no manager it will just list yourself. This lets me create manager reports where owner's manager Hierarchy contains $$USER.name and it will show only my work for individual contributor's and all of my reports and their reports if I'm a manager of any arbitrary depth. If you have significant depth in your organization reflected in Workfront, you may need to do several recalculations to get everyone to appear all the way up. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

Thank you! I will try this! Suzy Park The information in this e-mail is intended only for the person to whom it is addressed. If you believe this e-mail was sent to you in error and the e-mail contains patient information, please contact the Partners Compliance HelpLine at http://www.partners.org/complianceline . If the e-mail was sent to you in error but does not contain patient information, please contact the sender and properly dispose of the e-mail.

Thanks for posting this Melinda. I copied your calculation and also named the field Manager Hierarchy but when I pasted the code in, I get an error message "Custom Expression Invalid: This is an invalid custom expression, please try again." I tried looking through to make sure there wasn't an extra comma or parentheses or anything but don't see what could be causing the error. Could you please assist? Monique Evans Stanley Black & Decker, Inc.

Just taking a stab in the dark here, because I know Melinda's code works for us: Have you tried creating a Manager Hierarchy field with a blank calculation; saving the user form; then editing/pasting the calculation afterwards? The expression is getting validated in real time - so if the Manager Hierarchy field doesn't yet exist in Workfront, the validation could be failing. William English

William you are a genius! I would have NEVER thought of that. I was racking my brain, never once occurred to me that the calculation refers to itself Monique Evans Stanley Black & Decker, Inc.

Just finding this thread and it's making my head spin....egash. Will this work for timesheet reporting as well? Looking to build out time reporting dashboard, where $$UserID will be always open up to their own direct reports, or direct-direct reports respectively. Christina Jarosz Ascensus

Yep this should work for timesheets as well. Or even hours. Since the form is on the user you can use it anywhere that is less then 3 hops from a user. Melinda Layten Technical Project Manager - API and Integration Workfront

Unfortunately it doesn't seem to want to populate with the wildcard - am I missing something? The resulting field will only show up as a text field from the calculation - it won't let me pull a wildcard result. Christina Jarosz Ascensus

Manager Hierarchy Contains $$USER.name -- "https://www.workfront.com/" style="text-decoration-line:none;box-sizing:border-box;color:rgb(0,161,208)">

---

Melinda Layten Technical Product Manager: API, Fusion and Enhanced Authentication M: (484) 505 6855 "https://www.workfront.com/" style="color:rgb(248,130,47);text-decoration-line:none;box-sizing:border-box;font-size:12px">workfront.com